SBI Magnum Equity ESG Fund vs HSBC Business Cycles Fund compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
Fund	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5613 Cr	₹1117 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	01 Jan 1991	20 Aug 2014
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	NIFTY 500 TRI
Turn Over	31%	28%
Expense Ratio	1.94	2.28
Manager	Rohit Shimpi	Venugopal Manghat
ISIN Code	INF200K01214	INF917K01RF8
Exits Load	SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	0.65%	-0.47%
6 Month	5.58%	7.79%
1 Year	1.83%	-3.21%
3 Year	13.26%	20.1%
5 Year	16.57%	23.39%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	3.21%	0.45%
1 Year	11.97%	9.89%
3 Year	12.94%	18.03%
5 Year	12.8%	19.09%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	11.89%	11.26%
3 Year	12.57%	13.82%
5 Year	13.13%	10.88%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.36%	16.59%
Sharp	0.68%	0.84%
Beta	0.88%	1.11%
Alpha	0.24%	3.18%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
Name	Rohit Shimpi	Venugopal Manghat
Total AUM	₹15441 Cr	₹41442 Cr
Funds Managed	6	7
	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
Others	1.36	7.28
Large Cap	81.11	44.53
Mid Cap	13.26	8.23
Small Cap	4.27	39.96

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	HSBC Business Cycles Fund - Regular Growth
Others	1.36	7.28
Petroleum Products	3.44	-
Electrical Equipment	4.44	-
IT - Software	10.38	-
IT - Services	1.47	-
Construction	4.77	-
Consumer Durables	4.92	-
Diversified FMCG	2.42	-
Non - Ferrous Metals	2.28	-
Banks	29.34	-
Automobiles	9.95	-
Auto Components	2.42	-
Finance	2.82	-
Personal Products	0.81	-
Industrial Products	1.48	-
Pharmaceuticals & Biotechnology	1.79	-
Retailing	1.25	-
Cement & Cement Products	3.81	-
Realty	0.98	-
Healthcare Services	1.39	-
Industrial Manufacturing	1.09	-
Power	1.5	-
Textiles & Apparels	1.62	-
Insurance	3.02	-
Leisure Services	1.25	-
Energy	-	5.56
Consumer Cyclical	-	20.6
Technology	-	0.86
Industrials	-	27.47
Financial Services	-	26.78
Basic Materials	-	10.32
Real Estate	-	1.13